库克交棒前夕的“冰与火”：苹果创季度营收新高，内存芯片短缺成最大隐忧

发表时间：2026-05-01 12:00:04

4RNss6fcYh5tech.huanqiu***article库克交棒前夕的“冰与火”：苹果创季度营收新高，内存芯片短缺成最大隐忧/e3pmh164r/e3pmtmdvg<article><section data-type="rtext"><p>【环球网科技综合报道】5月1日消息，据techcrunch报道称，苹果公司发布了2026财年第二季度财报，交出了一份堪称“史上最佳三月季度”的成绩单。然而，在这份亮眼业绩的背后，即将卸任的首席执行官蒂姆·库克（Tim Cook）发出了关于供应链风险的严厉预警，特别是内存芯片短缺问题。</p><p><i class="pic-con"></p><p>财报显示，苹果本季度总营收达到1112亿美元，同比增长约17%，所有地区市场均实现了两位数的增长。其中，iPhone业务营收高达570亿美元，同比增长22%，创下三月季度历史新高。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>库克在电话会议上难掩对新产品线的满意，他形容iPhone 17系列的需求“高得离谱”，并称其为苹果历史上最受欢迎的机型组合。</p><p>尽管需求端一片火热，供应端却亮起了红灯。库克坦言，虽然本季度通过消耗库存抵消了部分压力，但公司在3月份的内存芯片支出已显著增加。他警告称，预计从6月开始的下一财季，内存成本将“大幅上涨”，并可能对业务产生“越来越大的影响”。</p><p>“目前供应链在获取更多零部件方面的灵活性要小一些。”库克表示，这意味着，尽管用户需求旺盛，但受限于关键零部件（特别是内存和先进制程芯片）的短缺，苹果可能无法完全满足所有订单。</p><p>这也引发了外界对于iPhone未来可能涨价的猜测。（青云）</p></section><img src='/image/153613-0' alt='库克交棒前夕的“冰与火”：苹果创季度营收新高，内存芯片短缺成最大隐忧'> </div> </div> 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